🚨 TRUMP JUST MADE SK HYNIX $SKHY BUILD ANOTHER U.S. CHIP FACTORY
Its Solidigm unit is reportedly considering a NAND factory in upstate New York, separate from talks about producing memory at Intel’s Ohio site.
Solidigm currently relies on a single NAND plant in Dalian, China, exposing supply to tariffs and tighter U.S. tech restrictions as AI drives memory demand.
But, reducing that dependence could come at a steep price. U.S. manufacturing costs exceed South Korea’s, and a standalone factory could require billions in investment.
More supply security, but potentially lower returns on every dollar invested.